Discussion List

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  HubSpot/NetSuite Sync - User is being set as the Sales Rep despite sales rep field being mapped.

  Open Closed marcusdiaz 81 views 11 comments 0 reactions Most recent by marcusdiaz Jun 16, 2025 1:15PMAsk A Guru
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  Switch Primary Sales Rep on a Customer while leaving sales team intact

  Open Closed Jeanine 2022 11 views 5 comments 0 reactions Most recent by Judith Culanding-Oracle Mar 20, 2025 4:25PMAsk A Guru
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  How can we send Sales Order Acknowledgments to the customer and to their sales rep, automatically?

  Open Closed Ashleigh B. 72 views 3 comments 0 reactions Most recent by Judith Culanding-Oracle Jan 27, 2025 5:33PMAsk A Guru
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  Sales Rep

  Accepted Answer Closed User_YYHE9 31 views 3 comments 0 reactions Most recent by Angela Bayliss Sep 10, 2024 6:28PMAsk A Guru
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  Sales Rep Limited View on Customer Records They Don't Own

  Accepted Answer Closed User_ZSBAE 91 views 11 comments 0 reactions Most recent by User_ZSBAE Aug 21, 2024 2:27PMAsk A Guru
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  NSAW Invoice Data Returns Null if Sales Rep is a Group

  Open Closed Kaden B 21 views 3 comments 0 reactions Most recent by Kaden B Aug 5, 2024 8:04PMAsk A Guru
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  How to display sales rep and support rep on customer dashboard

  Open Amjad Kasem 61 views 16 comments 0 reactions Most recent by Ivy Lopez-Oracle Dec 19, 2023 7:39PMAsk A Guru
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  create a search/report/workflow that can send sales rep/regional director AR list for their accounts

  Accepted Answer Closed RS_RS 31 views 10 comments 0 reactions Most recent by Elychelle Gulen-Oracle Nov 16, 2023 9:59PMAsk A Guru
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  Empty Sales Rep Field value in quote record

  Accepted Answer Closed Hormese Paul 41 views 7 comments 0 reactions Most recent by Hormese Paul Sep 27, 2022 5:11AMAsk A Guru
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  NSC | Sales Order and Invoice > Multiple Sales Rep

  Closed Dominica Sevilla-Oracle 52 views 0 comments 0 reactions Started by Dominica Sevilla-Oracle May 27, 2022 4:39PM Accounting / ERP
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  Remove Sales Rep and Increase Contribution of other sales Rep on Customer record

  Open Karanjot Singh 11 views 3 comments 0 reactions Most recent by Dominica Sevilla-Oracle May 19, 2022 1:47PMAsk A Guru
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  How to Unrestrict Orders per Sales Rep

  Accepted Answer User_O6D8L 11 views 7 comments 0 reactions Most recent by Michelle Jabanes-Oracle Jan 11, 2022 11:27PMAsk A Guru
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  Saved Search Sales Report with Sales Rep last year sales and YTD sales...

  Open rburns515 11 views 2 comments 0 reactions Most recent by Shamaine Chan-Oracle Jul 30, 2021 3:27AMAsk A Guru
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  Sales Rep Report...

  Accepted Answer Closed rburns515 11 views 3 comments 0 reactions Most recent by Dominica Sevilla-Oracle Jul 29, 2021 7:25PMAsk A Guru
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  Sales Rep default on new customer records

  Accepted Answer Closed A_123 11 views 3 comments 0 reactions Most recent by A_123 Apr 15, 2021 11:30PMAsk A Guru